NetClose - Upload Flux Analysis Template

Overview

Netgain has developed the NetClose Flux Analysis Upload Template to set up flux accounts in mass. This can be especially helpful when a high volume of accounts needs updating and loading. Below, see instructions for uploading each tab of the template.

Step-by-Step Process: Uploading Flux Accounts

1. Fill out the applicable information in the "Setup Flux Accounts Template" tab
   1. Delete any informational or example rows View full size
   2. When finished updating the Excel File, save it in a known location as a .csv file
   3. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
   4. With the Import Assistant open, update the Import Type to Accounting and the Record Type drop-down to Chart of Accounts
   5. Under the CSV files section, click on the Select button and upload the .csv file you saved View full size
   6. Select Next to progress to Step 2 Import Options
   7. Within the Import Options section, make sure Update is selected and "Run Server SuiteScript and Trigger Workflows" is checked View full size
   8. Select Next to progress
   9. After progressing through File Mapping, you will be prompted for Field Mapping
   10. Note that NetSuite tries to directly map all the fields it can recognize. When fields are not recognized, they must be manually matched between the .csv upload file and NetSuite fields
   11. Our recommendation is to match based on Internal ID for applicable fields
       View full size
   12. If the fields are mapped correctly and the field contents match the field values in NetSuite, select Save & Run, if you want to save the import for future updates, or Run as desired. View full size
   13. To view the status of the upload, select "Import Job Status" in the Confirmation banner or navigate to Setup > Import/Export > View CSV Import Status. View full size
   14. When complete, the status will change to complete and show the records imported successfully. View full size
   15. In the event of a failed upload, review the logs for the specific reasons, make necessary updates to the CSV file, and repeat the above steps.
   16. To review your changes, go to NetClose > Setup > Enable Flux Analysis Accounts to view your Chart of Accounts and relevant Flux fields.

Step-by-Step Process: Uploading Flux Groups

1. Fill out the applicable information in the "Flux Analysis Group" tab
   1. Delete any informational or example rows View full size
2. When finished updating the Excel File, save it in a known location as a .csv file
3. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
4. With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetClose Flux Analysis Group
5. Under the CSV files section, click on the Select button and upload the .csv file you saved View full size
6. Select Next to progress to Step 2 Import Options
7. Within the Import Options section, select Add if adding new flux groups and Update if updating existing flux groups. Also, make sure "Run Server SuiteScript and Trigger Workflows" is checked View full size View full size
8. Select Next to progress
9. Follow the rest of the import instructions as described in the previous section of this article
10. To review your changes, go to NetClose > Setup > Flux Groups

Step by Step Process: Uploading Flux Scenarios

1. Fill out the applicable information in the "Flux Scenario Template" tab
   1. Delete any informational or example rows View full size
2. When finished updating the Excel File, save it in a known location as a .csv file
3. Navigate to the Import Assistant by accessing Setup > Import/Export > Import CSV Records
4. With the Import Assistant open, update the Import Type to Custom Records and the Record Type drop-down to NetClose Flux Scenario
5. Under the CSV files section, click on the Select button and upload the .csv file you saved View full size
6. Select Next to progress to Step 2 Import Options
7. Within the Import Options section, select Add if adding new flux scenarios and Update if updating existing flux scenarios. Also, make sure "Run Server SuiteScript and Trigger Workflows" is checked
8. Select Next to progress
9. Follow the rest of the import instructions as described in the previous sections of this article
10. To review your changes, go to NetClose > Flux Analysis > Flux Scenarios